|
DATE
|
MODULE /
FORM
|
DESCRIPTION
|
RELEASE 1.8.900.15 2/19/2016
|
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2/18/2016
|
Account
Register
|
Fixed a
couple of bugs in how the default file name was being generated for the Bank
of America custom credit card export.
|
|
2/16/2016
|
Project
Change Order
|
Change orders
could not be edited. There was a bad
validation that was resulting in the error "This number has already been
used for another change order. Please enter a different ChangeOrderNo"
|
|
2/10/2016
|
General
|
Under
certain circumstances, an "Error saving record, Check for
duplicate." error might occur when attempting to use the Item Categories
reference lookup.
|
RELEASE 1.8.900.14 2/4/2016
|
|
2/1/2016
|
Purchasing
Manager
|
Since
version 1.8.700, the vendor search fields were initially not visible in the
PO Date view of the Purchasing Manager, but could be made visible by
stretching the form wider.
|
|
1/29/2015
|
Credit
Card Register Export
|
Modified the
Bank of America credit card export format to conform to Bank of America file
naming conventions.
|
|
1/27/2016
|
AR Invoice
|
Fixed bug
that allowed the import of part tags onto a labor line item.
|
|
1/27/2016
|
Warranty
Adjust Form
|
Fixed bug that
allowed the department button to be selected when the department field was
disabled.
|
RELEASE 1.8.900.13 1/13/2016
|
|
1/8/2016
|
Account
Register
|
New credit
card payment export format for Bank of America.
|
|
1/7/2016
|
Main Menu,
User Groups Form
|
Repaired
SWRemote link to connect to www.swremote.com.
|
RELEASE 1.8.900.12 12/31/2015
|
|
12/29/2015
|
Sales
Analysis Report
|
'Item to
Analyze' section now includes Billing State and Location State
|
|
12/29/2015
|
Sales Invoices
and Sales Invoice Items Reports
|
Reports
can now be grouped and sorted by Location State
|
|
12/21/2015
|
Timecard
Report
|
Report
totals would show doubled in the report after emailing the report from the
preview dialog.
|
|
12/17/2015
|
Agreement
Status form
|
If the
agreement is a renewal, the Renewal Info panel will appear, which displays
the count of notices printed (Notice Count)
|
|
12/9/2015
|
Purchase
Order Preview/Print
|
Line items
will now show whether an item is taxable in the 'Tax' column, including when
saved to text/data file
'Subtotal'
replaces 'Total Amount' as the pre-tax total.
'Tax'
amount is now displayed.
'Total'
amount now includes tax.
|
|
12/7/2015
|
Pay Base
Import
|
Added Last
Name, First Name, and Company Name columns (all from location).
Added
column sort functionality. Clicking on a column title will sort the list in
ascending order. All items within that chosen sort will be sorted by Pay Base
Date.
|
|
12/7/2015
|
Snap Shot
|
Redesigned
Snap Shot to have a sleeker, more modern appearance.
The
existing 'Call Backs' measure is now 'Open Call Backs', and will reflect any
ongoing Call Back.
Added
'Call Backs' measure which will display the number of non-canceled Call Backs
as determined by the length of time in the options
Changed
Call Backs option to be either today or a number of
days backward from today rather than the previous date range. This setting
will save.
Added
option for Canceled Calls to be either today or a number of days backward.
This setting will save.
|
|
12/07/2015
|
Purchase
Order Item Status Report
|
Added Qty column to display total quantity and value on PO,
regardless of status
'Ord'
column replaced by 'Ordered' - which populates for any status other than
"Not Ordered"
Corrected
calculation errors that were causing dollar amounts to be allocated in the
wrong columns
Set
quantities to two decimals to prevent excessively long numbers
|
|
12/4/2015
|
Sales
Invoice Item Report
|
Reorganized
Print Option checkboxes for better clarity. Functionality is unchanged.
Invoice
Item Detail can now be exported when saved to file.
Hours/PLM
breakdown/Margin will now export when saved to file.
|
|
12/4/2015
|
Sales
Invoices Report
|
Invoice
Item Detail can now be exported when saved to file.
|
RELEASE 1.8.900.11 12/4/2015
|
|
12/1/2015
|
Pricebook
|
Price
level grid is now ordered by price level.
|
RELEASE 1.8.900.10 11/23/2015
|
|
11/20/2015
|
General
|
Re-worded the
messages that are displayed when SuccessWare®21 detects that the MaxFileHandles setting must be updated. The messages
should now more clearly indicate that it is an important and necessary thing
to do, but that SuccessWare may be still run if the
system administrator is not available and it is not possible to get the
settings changed immediately.
|
RELEASE 1.8.900.9 11/10/2015
|
|
11/10/2015
|
Job
Manager
|
Filtering
for jobs by 'Incomplete' will now return all incomplete jobs, including those
with an invoice previously posted.
|
|
11/4/2015
|
PO Manager
- Vendor Part import
|
Import
files missing the ItemNo column will no longer
trigger the message “The data types varchar and text
are incompatible in the equal to operator”. Instead the more user-friendly
message will be included: “Could not add pricebook
part: ItemNo, Description, and Price are required”.
|
|
11/2/2015
|
User
Groups - Payables
|
Reorganized
checkboxes to better reflect their function
|
|
11/2/2015
|
Activation
Renewal Message
|
Updated
the message to be more clear and accurate.
Message
now informs user of how long the Acknowledge option will silence the message.
|
|
11/1/2015
|
Vehicle
Manager
|
The
different views will now refresh automatically when a relevant change is made
to another view.
When
creating a new vehicle record, the user must save or cancel the record before
clicking to a different line. The explicit save action is necessary for the
form to fully apply the updates to the database preventing the illusion that
was saved when it was actually was not.
|
RELEASE 1.8.900.8 10/23/2015
|
|
10/21/2015
|
Job Form
|
Corrected
behavior of changing Equip, Warranty, or Agreement fields. Corresponding
internal ID field will be properly updated when selecting from the locaqtions’s equipment list or cleared when changing
otherwise.
|
|
10/21/2015
|
1099-MISC
forms
|
Updates to
1099-MISC and 1096 forms for 2015.
|
|
10/16/2015
|
AP
Transaction Report
|
'Vendor
No' lookup button is now available.
|
|
10/14/2015
|
Sales Tracking
Report
|
Report can
now be filtered by Job Number and/or Quote Number
Report can
now be sorted/grouped by Job Number and/or Quote Number
|
|
10/13/2015
|
SWAPI
|
Added AgreementType, AgreementID, ContractNo, ClaimNo, ContractPlanTypes, WorkDone (for
job's current invoice), WorkSuggested (job's
current invoice), WarrantyType, WarrantyID,
UnitType, UnitID, UnitAge to JobQuery
request.
|
|
10/12/2015
|
Job
Permits Report
|
Job
scheduled date now appears on the report
Report can
be grouped by or sorted by job scheduled date
Report can
be filtered by job scheduled date, including when the Permit Required
checkbox is checked.
|
|
10/08/2015
|
Sales
Tracking Report
|
Eliminated
occurrences of split detail lines when exporting to XLS data file.
|
|
10/08/2015
|
Agreement
Manager
|
The
Agreement Manager will refresh after changing payment information on an
invoice opened from the Periodic Invoices view in the Agreement Manager
|
|
10/07/2015
|
Purchasing
(PO) Manager, Receivables Manager, Payables Manager
|
When
searching in a field with only the wildcard symbol %, all records will now be
returned, rather than only those records containing information in that
field. To return only those records
containing information, use two wildcard symbols back to back, e.g. %%.
|
|
10/06/2015
|
Open
Receivables, AR Transactions, Open Payables, AP Transactions reports
|
Allocations
will now appear in ascending order by date
|
|
10/5/2015
|
Communication
Dashboard
|
Fixing a integer overflow bug that can cause the Communication
Dashboard Refresh to shut down if the workstation was not rebooted for 49.7
days.
|
|
10/01/2015
|
Piece Rate
Assistant
|
Corrected the
figures on the invoiced panel so that they would display the extended sale
totals and not the unit price.
|
|
9/28/2015
|
Invoice
Scorecard, Job Scorecard , Job Scorecard (plus projects) Reports
|
Scorecard
reports can now be filtered and grouped by Salesperson for the job.
|
RELEASE 1.8.900.7 10/2/2015
|
|
10/2/2015
|
Initial
Release
|
|
|
|
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